We assist clients with conservatorship issues.
CONSERVATORSHIP
A conservatorship is where a person is appointed as a conservator by the court to manage the affairs of someone who is legally incapable of managing their own affairs, known as the conservatee. There are two types of conservatorships: (1) a conservatorship of the person and (2) a conservatorship of the estate. A petition can be filed for either or both types of conservatorships.
A conservatorship of the person may be granted where a person is unable to care for his or her own needs for food, shelter, or medical care.
A conservatorship of the estate may be granted where a person is unable to substantially manage his or her own finances and is subject to fraud or undue influence.
A conservator can be a family member or close friend or may be appointed by the court.
Under a conservatorship of the person, a conservator is responsible for the well-being of the conservatee.
Under a conservatorship of the estate, a consevator is responsible for managing and protecting the conservatee's assets, collecting the consevatee's income, and paying the conservatee's bills.
LIMITED CONSERVATORSHIPS
A limited conservatorship may be appointed for an adult with a developmental disability who is unable to provide for all his/her personal or financial needs.
For more information on Limited Conservatorships, click here.
For more information on Conservatorships, click on the links below.
Click here for the Handbook for Conservators by the Judicial Council of CA (in PDF format).
For Questions & Answers on Conservatorships click here (this link is for general information purposes only and may not apply directly to your county).
Click here for Protective Proceedings: Guardianships & Conservatorships by the Family Caregiver Alliance.
Conservatorship, Trusts and Wills for People with Developmental or Other Disabilities - A Guide for Families (in PDF format)